| 7/15/2025 | Accurate Wealth Management LLC | 28,084 | $688K | 0.1% | N/A | 0.290% | |
| 7/15/2025 | CGN Advisors LLC | 42,830 | $1.05M | 0.1% | -34.9% | 0.442% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 33,869 | $831K | 0.1% | -8.4% | 0.349% | |
| 7/14/2025 | Masso Torrence Wealth Management Inc. | 11,075 | $272K | 0.1% | -55.8% | 0.114% | |
| 7/11/2025 | Farther Finance Advisors LLC | 2,369 | $58K | 0.0% | +136.9% | 0.024% | |
| 7/10/2025 | Sterling Financial Group Inc. | 17,228 | $423K | 0.1% | -3.9% | 0.178% | |
| 7/10/2025 | Voisard Asset Management Group Inc. | 19,686 | $483K | 0.1% | -39.6% | 0.203% | |
| 7/10/2025 | Focus Financial Network Inc. | 58,699 | $1.44M | 0.1% | -39.3% | 0.605% | |
| 7/9/2025 | Central Valley Advisors LLC | 175,492 | $4.31M | 1.5% | -1.4% | 1.809% | |
| 7/8/2025 | Webster Bank N. A. | 41,999 | $1.03M | 0.1% | -13.7% | 0.433% | |
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| 7/1/2025 | Confluence Investment Management LLC | 106,632 | $2.62M | 0.0% | -3.1% | 1.077% | |
| 5/27/2025 | Jacobi Capital Management LLC | 9,427 | $231K | 0.0% | -10.8% | 0.095% | |
| 5/20/2025 | Focus Partners Wealth | 81,858 | $2.00M | 0.0% | +7.2% | 0.827% | |
| 5/20/2025 | Anchor Investment Management LLC | 3,000 | $73K | 0.0% | N/A | 0.030% | |
| 5/19/2025 | Jane Street Group LLC | 73,720 | $1.81M | 0.0% | +87.7% | 0.745% | |
| 5/16/2025 | Jones Financial Companies Lllp | 2,189 | $54K | 0.0% | -53.8% | 0.022% | |
| 5/16/2025 | NewEdge Advisors LLC | 141,207 | $3.46M | 0.0% | +23.1% | 1.426% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 192,227 | $4.71M | 0.1% | +0.8% | 1.942% | |
| 5/16/2025 | AQR Capital Management LLC | 40,621 | $994K | 0.0% | +52.8% | 0.410% | |
| 5/15/2025 | Royal Bank of Canada | 43,316 | $1.06M | 0.0% | -4.0% | 0.438% | |
| 5/15/2025 | MAI Capital Management | 2,537 | $62K | 0.0% | +60.5% | 0.026% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 33,732 | $826K | 0.6% | +26.4% | 0.341% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 108,290 | $2.65M | 0.0% | -1.2% | 1.094% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 33,507 | $820K | 0.3% | -3.7% | 0.338% | |
| 5/14/2025 | Flow Traders U.S. LLC | 16,500 | $404K | 0.0% | N/A | 0.167% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 86,756 | $2.12M | 0.0% | +1.4% | 0.876% | |
| 5/13/2025 | Elequin Capital LP | 31,356 | $768K | 0.1% | N/A | 0.317% | |
| 5/13/2025 | Raymond James Financial Inc. | 136,189 | $3.33M | 0.0% | -5.1% | 1.376% | |
| 5/13/2025 | HighTower Advisors LLC | 64,105 | $1.57M | 0.0% | +16.6% | 0.648% | |
| 5/12/2025 | Meridian Wealth Management LLC | 31,596 | $773K | 0.0% | -5.6% | 0.319% | |
| 5/12/2025 | Paulson Wealth Management Inc. | 44,712 | $1.10M | 0.3% | +2.7% | 0.452% | |
| 5/12/2025 | Invesco Ltd. | 271,101 | $6.64M | 0.0% | +12.2% | 2.738% | |
| 5/12/2025 | Koss Olinger Consulting LLC | 10,391 | $254K | 0.0% | N/A | 0.105% | |
| 5/9/2025 | Kickstand Ventures LLC. | 15,593 | $382K | 0.1% | +53.1% | 0.158% | |
| 5/8/2025 | MONECO Advisors LLC | 94,614 | $2.32M | 0.2% | +40.9% | 0.956% | |
| 5/8/2025 | Harbour Investments Inc. | 17,477 | $428K | 0.0% | +488.8% | 0.177% | |
| 5/7/2025 | LPL Financial LLC | 400,357 | $9.80M | 0.0% | +4.7% | 4.044% | |
| 5/6/2025 | Cetera Investment Advisers | 12,699 | $311K | 0.0% | -7.1% | 0.128% | |
| 5/6/2025 | Carnegie Investment Counsel | 56,720 | $1.39M | 0.0% | -11.4% | 0.573% | |
| 5/5/2025 | Atlantic Union Bankshares Corp | 162,464 | $3.98M | 0.2% | -33.6% | 1.641% | |
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| 5/5/2025 | IFP Advisors Inc | 11,070 | $271K | 0.0% | -16.0% | 0.112% | |
| 5/5/2025 | OneAscent Financial Services LLC | 199,750 | $4.89M | 0.3% | +4.6% | 2.018% | |
| 5/5/2025 | Private Advisor Group LLC | 31,967 | $783K | 0.0% | -25.7% | 0.323% | |
| 5/5/2025 | Diversify Advisory Services LLC | 9,686 | $237K | 0.0% | -38.3% | 0.098% | |
| 5/2/2025 | Larson Financial Group LLC | 5,132 | $126K | 0.0% | N/A | 0.052% | |
| 5/2/2025 | PAX Financial Group LLC | 52,572 | $1.29M | 0.2% | +11.0% | 0.531% | |
| 5/2/2025 | First Command Advisory Services Inc. | 40,612 | $994K | 0.0% | +76.8% | 0.410% | |
| 5/2/2025 | Sigma Planning Corp | 9,965 | $244K | 0.0% | -7.9% | 0.101% | |
| 5/2/2025 | Signaturefd LLC | 11,417 | $279K | 0.0% | +27.2% | 0.115% | |
| 5/1/2025 | Key Financial Inc | 130,700 | $3.20M | 0.7% | +2.6% | 1.320% | |
| 5/1/2025 | Asset Dedication LLC | 100,212 | $2.45M | 0.2% | -1.9% | 1.012% | |
| 5/1/2025 | CWM LLC | 277,967 | $6.81M | 0.0% | -1.0% | 2.808% | |
| 5/1/2025 | Stephens Inc. AR | 23,585 | $577K | 0.0% | -2.2% | 0.238% | |
| 4/30/2025 | Leavell Investment Management Inc. | 9,415 | $230K | 0.0% | -13.7% | 0.095% | |
| 4/30/2025 | AlphaStar Capital Management LLC | 39,256 | $961K | 0.1% | -18.2% | 0.397% | |
| 4/29/2025 | YANKCOM Partnership | 13,832 | $339K | 0.2% | -12.7% | 0.140% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 277,574 | $6.80M | 0.0% | -10.5% | 2.804% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,400 | $34K | 0.0% | N/A | 0.014% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 20,003 | $490K | 0.0% | -38.2% | 0.202% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 62,211 | $1.52M | 0.1% | -6.1% | 0.628% | |
| 4/28/2025 | Private Trust Co. NA | 41,375 | $1.01M | 0.1% | -15.0% | 0.418% | |
| 4/28/2025 | Astoria Portfolio Advisors LLC. | 41,127 | $1.00M | 0.3% | +20.8% | 0.415% | |
| 4/25/2025 | Hills Bank & Trust Co | 83,441 | $2.04M | 0.1% | +18.1% | 0.843% | |
| 4/22/2025 | Crews Bank & Trust | 7,360 | $180K | 0.0% | -8.7% | 0.074% | |
| 4/22/2025 | Denver Wealth Management Inc. | 51,028 | $1.25M | 0.6% | -4.7% | 0.510% | |
| 4/21/2025 | OLD Second National Bank of Aurora | 33,685 | $825K | 0.2% | +10.0% | 0.337% | |
| 4/18/2025 | Cornerstone Wealth Management LLC | 43,846 | $1.07M | 0.1% | +10.0% | 0.438% | |
| 4/18/2025 | Tennessee Valley Asset Management Partners | 40,375 | $988K | 0.2% | N/A | 0.404% | |
| 4/17/2025 | AA Financial Advisors LLC | 29,621 | $725K | 0.2% | +1.7% | 0.296% | |
| 4/17/2025 | Precedent Wealth Partners LLC | 83,529 | $2.05M | 0.6% | +26.0% | 0.835% | |
| 4/16/2025 | CRA Financial Services LLC | 10,000 | $245K | 0.0% | -37.5% | 0.100% | |
| 4/16/2025 | Sterling Financial Group Inc. | 17,922 | $439K | 0.2% | +15.7% | 0.179% | |
| 4/15/2025 | Focus Financial Network Inc. | 96,646 | $2.37M | 0.1% | -9.4% | 0.966% | |
| 4/15/2025 | Collier Financial | 10,615 | $260K | 0.2% | -20.2% | 0.106% | |
| 4/15/2025 | Central Valley Advisors LLC | 178,060 | $4.36M | 1.7% | N/A | 1.781% | |
| 4/14/2025 | Sentinel Pension Advisors LLC | 36,970 | $905K | 0.2% | +4.1% | 0.370% | |
| 4/11/2025 | Davis Capital Management | 7,113 | $174K | 0.1% | -61.6% | 0.070% | |
| 4/10/2025 | CGN Advisors LLC | 65,808 | $1.61M | 0.2% | +6.2% | 0.652% | |
| 4/4/2025 | Webster Bank N. A. | 48,679 | $1.19M | 0.1% | -2.5% | 0.482% | |
| 4/1/2025 | Confluence Investment Management LLC | 110,040 | $2.69M | 0.0% | -46.5% | 1.068% | |
| 3/19/2025 | Northeast Planning Associates INC. NH | 18,817 | $461K | 0.5% | N/A | 0.181% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,605 | $456K | 0.0% | N/A | 0.181% | |
| 2/18/2025 | Fourth Dimension Wealth LLC | 23,381 | $573K | 0.3% | N/A | 0.227% | |
| 2/17/2025 | Waverly Advisors LLC | 16,648 | $408K | 0.0% | +13.4% | 0.162% | |
| 2/17/2025 | Focus Partners Wealth | 76,395 | $1.87M | 0.0% | +4.0% | 0.742% | |
| 2/17/2025 | EP Wealth Advisors LLC | 21,297 | $522K | 0.0% | N/A | 0.207% | |
| 2/17/2025 | Cetera Investment Advisers | 13,665 | $335K | 0.0% | N/A | 0.133% | |
| 2/17/2025 | Captrust Financial Advisors | 15,283 | $375K | 0.0% | -28.4% | 0.148% | |
| 2/17/2025 | Cary Street Partners Financial LLC | 8,705 | $213K | 0.0% | N/A | 0.085% | |
| 2/17/2025 | Bank of America Corp DE | 334,029 | $8.19M | 0.0% | +5.6% | 3.243% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 14,686 | $360K | 0.0% | +34.1% | 0.143% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 85,520 | $2.10M | 0.0% | +23.5% | 0.830% | |
| 2/14/2025 | Jane Street Group LLC | 39,279 | $963K | 0.0% | -17.2% | 0.381% | |
| 2/14/2025 | Beacon Pointe Advisors LLC | 32,730 | $802K | 0.0% | +9.5% | 0.318% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 190,632 | $4.67M | 0.1% | +29.2% | 1.851% | |
| 2/14/2025 | MGO One Seven LLC | 8,377 | $205K | 0.0% | N/A | 0.081% | |
| 2/14/2025 | Stifel Financial Corp | 16,005 | $392K | 0.0% | -20.9% | 0.155% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 32,347 | $793K | 0.0% | -32.5% | 0.314% | |
| 2/14/2025 | MML Investors Services LLC | 99,358 | $2.44M | 0.0% | +8.0% | 0.965% | |
| 2/14/2025 | Freedom Investment Management Inc. | 11,488 | $282K | 0.0% | N/A | 0.112% | |
